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Avondale Wealth Management’s Boeing BA Stock Holding History

Avondale Wealth Management’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-400
Closed -$83.8K – 67
2025
Q2 		$83.8K Hold
400
– – 0.05% 82
2025
Q1 		$68.2K Hold
400
– – 0.04% 80
2024
Q4 		$70.8K Hold
400
– – 0.05% 75
2024
Q3 		$60.8K Sell
400
-200
-33% -$34.3K 0.04% 81
2024
Q2 		$109K Buy
600
+200
+50% +$35.6K 0.07% 62
2024
Q1 		$77.2K Hold
400
– – 0.05% 72
2023
Q4 		$104K Hold
400
– – 0.08% 56
2023
Q3 		$76.7K Sell
400
-200
-33% -$43.8K 0.07% 70
2023
Q2 		$127K Hold
600
– – 0.11% 53
2023
Q1 		$127K Hold
600
– – 0.11% 55
2022
Q4 		$114K Hold
600
– – 0.1% 49
2022
Q3 		$73K Hold
600
– – 0.08% 64
2022
Q2 		$82K Sell
600
-920
-61% -$136K 0.1% 51
2022
Q1 		$291K Hold
1,520
– – 0.34% 35
2021
Q4 		$306K Sell
1,520
-1,520
-50% -$321K 0.31% 36
2021
Q3 		$669K Sell
3,040
-1,500
-33% -$335K 0.65% 23
2021
Q2 		$1.09M Buy
4,540
+400
+10% +$96.7K 1.02% 18
2021
Q1 		$1.05M Buy
4,140
+1,200
+41% +$267K 1.04% 16
2020
Q4 		$629K Buy
2,940
+500
+20% +$96.1K 0.73% 16
2020
Q3 		$403K Buy
2,440
+120
+5% +$20.5K 0.61% 16
2020
Q2 		$425K Sell
2,320
-30
-1% -$4.61K 0.6% 16
2020
Q1 		$350K Buy
2,350
+2,250
+2,250% +$616K 0.55% 15
2019
Q4 		$33K Hold
100
– – 0.05% 56
2019
Q3 		$38K Sell
100
-10
-9% -$3.58K 0.06% 48
2019
Q2 		$40K Hold
110
– – 0.03% 52
2019
Q1 		$42K Buy
110
+10
+10% +$3.85K 0.03% 50
2018
Q4 		$32K Sell
100
-11
-10% -$3.8K 0.03% 55
2018
Q3 		$41K Buy
111
+51
+85% +$17.9K 0.04% 46
2018
Q2 		$20K Hold
60
– – 0.02% 62
2018
Q1 		$19K Hold
60
– – 0.02% 63
2017
Q4 		$18K Buy
+60
New +$16.2K 0.02% 72

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Avondale Wealth Management's BA Position: Q3 2025 in Review

Avondale Wealth Management sold out of Boeing (BA) in Q3 2025, closing a stake of 400 shares — an estimated $83.8K sold.

Avondale Wealth Management first reported a position in BA in Q4 2017 and held it in 31 quarters. The position peaked at $1.09M in Q2 2021. 2,380 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • Avondale Wealth Management reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
  • Avondale Wealth Management sold 400 Boeing shares in Q3 2025, an estimated $83.8K.
  • Avondale Wealth Management first reported a position in Boeing in Q4 2017 and held it in 31 quarters.
  • Avondale Wealth Management's Boeing position peaked at $1.09M in Q2 2021.
  • 2,380 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.